BitMine Immersion Technologies added $195 million worth of Ethereum to its stockpile last week, as its stock price fell to a four-month low, according to a Monday press release. Although the value of BitMine’s Ethereum holdings have recently plunged, the company said that it now owns 3% of the assets total supply, equating to 3.63 million Ethereum. The company’s reserves were valued at $10.1 billion, based on current prices. BitMine’s shares jumped 10% on Monday to $28. However, after falling as low as $24. ...

The plunging value of Bitcoin is piling pressure on the securities Strategy has been issuing in bulk to buy the asset, raising questions about the financing model of the world’s largest crypto treasury firm https://t.co/uwhs61zA6g ...

Latin American cryptocurrency exchange Ripio has revealed it holds a crypto treasury valued at over $100 million, making it the second-largest publicly known such firm in Latin America behind OranjeBTC. The company’s CEO Sebastian Serrano confirmed the figure in an interview with CoinDesk during DevConnect 2025 in Buenos Aires, noting that it began acquiring bitcoin and ether in 2017. Since then, Ripio has managed its holdings through trading and hedging strategies, though it didn’t specify the breakdown ...

How Tom Lee (@fundstrat) is Preparing For Ethereum’s Future 🔮Fundstrat Global Advisors’ Head of Research Tom Lee, who is chairman of BitMine Immersion Technologies, shares his perspective on Ethereum. He explains how the asset is being leveraged by crypto treasury firms, as well as a growing number of financial institutions. ...

Tracking crypto treasury companies just got easier.We’ve added new stock + treasury metrics across our treasury pages and DATCo profiles to help you compare companies at a glance.Here’s what’s new 👇https://t.co/DYdZ54Qlzz https://t.co/6CokkUKkJr ...

Core Insights - Leap Therapeutics has transitioned into a crypto treasury firm named Cypherpunk Technologies Inc., focusing on accumulating Zcash's native coin, ZEC [4] - The stock of Leap Therapeutics experienced significant volatility, surging over 550% to an intraday high of $2.48 before trading was halted multiple times [1] - The company secured $58.88 million in a private placement led by Winklevoss Capital, which is associated with the Winklevoss twins, known for their involvement in cryptocurrency [2] Financial Developments - Leap Therapeutics utilized $50 million from the private placement to purchase 203,775.27 ZEC at an average price of $245.37 per coin [5] - Following the investment, the stock resumed trading at $1.85 after the initial volatility [6] Market Context - The involvement of Winklevoss Capital highlights the increasing interest from traditional finance (TradFi) in the cryptocurrency sector [2][4] - The stock's volatility and subsequent trading halts indicate a highly speculative environment surrounding Leap Therapeutics' transformation [1][5]

Biotech firm Propanc lines up $100 million to fund crypto treasury and cancer therapy push https://t.co/x0vTrZbR8D ...

Core Viewpoint - The recent surge in Beyond Meat stock has drawn attention to ETHZilla Corporation, a digital asset treasury previously known as 180 Life Sciences, as a new investment opportunity for retail investors like Dimitri Semenikhin [1][2]. Company Overview - ETHZilla Corporation has transitioned from a biotech firm to a digital asset treasury, aligning with a broader trend among companies pivoting to digital assets to enhance share price growth in a booming crypto market [2]. - The company holds 102.3k ETH valued at approximately $420 million and has $560 million in cash, equating to roughly $62 per share in liquid assets [7]. Investment Thesis - Semenikhin's investment thesis for ETHZilla mirrors his rationale for investing in Beyond Meat, focusing on perceived undervaluation due to misunderstood corporate actions [2][7]. - The company recently announced a 1-for-10 reverse stock split, which typically signals distress but is viewed by Semenikhin as a potentially bullish development [5][6]. Market Context - The digital asset treasury trend has raised concerns among some investors, with estimates indicating that retail investors have lost $17 billion in 2025 chasing the bitcoin treasury trend [3]. - Despite the volatility in the crypto market, Semenikhin remains optimistic about the sector, arguing that such volatility enhances the attractiveness of crypto treasuries [3].

Core Insights - BitMine Immersion Technologies has announced total crypto and cash holdings of $14.2 billion, including 3.31 million ETH tokens and $305 million in unencumbered cash, positioning itself as a leading player in the crypto treasury space [1][2]. Group 1: Company Holdings and Performance - The company's crypto holdings consist of 3,313,069 ETH valued at $4,164 per ETH, 192 Bitcoin, and an $88 million stake in Eightco Holdings, alongside $305 million in cash [2]. - BitMine is recognized as the largest Ethereum treasury globally and the second-largest crypto treasury overall, following Strategy Inc, which holds 640,418 BTC valued at $73 billion [2]. - The company has increased its ETH holdings significantly, acquiring 77,055 ETH tokens recently, which now represent 2.8% of the total ETH supply [2]. Group 2: Market Position and Trading Activity - BitMine is one of the most actively traded stocks in the US, with an average daily trading volume of $1.5 billion, ranking 46th among 5,704 US-listed stocks [3]. - The combined trading volume share of BitMine and MSTR accounts for 88% of all global DAT trading volume, indicating strong market liquidity [4]. Group 3: Strategic Outlook and Industry Context - The easing of US-China trade tensions is expected to positively impact Ethereum and the broader crypto market, potentially increasing trading volumes and open interest [4]. - The company views the GENIUS Act and SEC's Project Crypto as transformative for financial services, akin to the historical shift in 1971 when the USD was taken off the gold standard, suggesting a significant evolution in the investment landscape [2].

Crypto Market Trend - 2025 年可能成为加密货币金库公司之年 [1] - 上市公司持有数十亿美元的比特币、以太坊和 Solana [1] - 这标志着机构采用的新阶段 [1]